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简介:Venture capitalists have been investing heavily in last-mile delivery over the past five years on a global scale, but Latin America has lagged behind.
过去5年,风险投资家在全球范围内大举投资“最后一英里”的交付,但拉丁美洲却落后了。
In the United States, same-day and next-day Amazon Prime deliveries have become the de facto standard in e-commerce. People want convenience and instant gratification, evidenced by the fact that an astonishing ~45% of U.S. consumers are Amazon Prime members.
在美国,当日和次日的亚马逊Prime服务已经成为电子商务领域事实上的标准。人们想要方便和即时满足,事实证明,高达45%的美国消费者是亚马逊Prime会员。
Most major retailers are scrambling to catch up to Amazon by partnering with last-mile delivery startups. Walmart has become a major investor in Cruise for autonomous-vehicle deliveries, and Target acquired Shipt and Deliv last-mile delivery startups to increase its delivery speed. Costco partnered with Instacart for same-day deliveries, and even Domino’s Pizza has jumped in by partnering with Nuro for last-mile delivery using autonomous vehicles.
大多数主要零售商都在努力追赶亚马逊,与“最后一英里”快递初创公司合作。沃尔玛(Walmart)已经成为Cruise自动汽车送货业务的主要投资者,塔吉特(Target)收购了ship和deliver“最后一英里”(last-mile)送货初创公司,以提高其送货速度。好市多(Costco)与Instacart合作提供当日送达服务,甚至达美乐披萨(Domino 's Pizza)也加入进来,与Nuro合作使用自动驾驶汽车进行最后一英里的递送。
The holdout: Latin America
坚守阵地的国家:拉丁美洲
Venture capitalists have been investing heavily in last-mile delivery over the past five years on a global scale, but Latin America (LatAm) has lagged behind. Over 1 billion over the same period (Source: PitchBook and WIND Ventures research).
过去5年,风险投资家在全球范围内大举投资“最后一英里”的交付,但拉丁美洲(LatAm)却落后了。在过去10年里,全球在“最后一英里”物流领域的投资超过110亿美元,但拉美地区同期的投资仅为10亿美元左右。
Within this, only about $300 million was in Spanish-speaking Latin America — a surprisingly small amount for a region that has 110 million more consumers than in the U.S.
其中,讲西班牙语的拉丁美洲只有大约3亿美元——对于一个比美国多1.1亿消费者的地区来说,这是一个惊人的小数目
Brazil-based Loggi accounts for about 60% of last-mile VC investment in Latin America, but it only operates in Brazil. That leaves major Spanish countries like Mexico, Colombia, Chile and Argentina without a leading independent last-mile logistics company.
总部位于巴西的Loggi在拉丁美洲的“最后一英里”风险投资中约占60%,但它只在巴西运营。这样一来,墨西哥、哥伦比亚、智利和阿根廷等西班牙主要国家就没有一家领先的独立物流公司了。
In these countries, about 60% of the last-mile delivery market is dominated by small, informal companies or independent drivers using their own trucks. This results in inefficiencies due to a lack of technologies such as route optimization as well as a lack of operating scale. These issues are quickly becoming more pronounced as e-commerce in LatAm has taken off at a compound annual industry growth rate of 16% over the past five years.
在这些国家,大约60%的“最后一英里”快递市场由小型非正式公司或使用自己卡车的独立司机主导。由于缺乏路线优化等技术,缺乏经营规模,导致效率低下。随着拉丁美洲的电子商务在过去五年中以16%的复合年增长率起飞,这些问题迅速变得更加突出。
Retailers are missing an opportunity to give customers what they want. Customers today expect free, reliable same- or next-day delivery — on-time, all the time, and without damage or theft. All of these are challenging in LatAm. Theft, in particular, is a significant problem, because unprofessional drivers often steal products out for delivery and then sell them for a profit. Cost is a problem, too, because free same- and next-day deliveries are simply not available in many places.
零售商正在失去给顾客提供他们想要的东西的机会。今天的顾客期望免费、可靠的当天或次日送达——准时、始终、没有损坏或盗窃。所有这些在拉丁美洲都是挑战。尤其是盗窃,这是一个严重的问题,因为非专业的司机经常把产品偷出来送货,然后再卖掉赚钱。成本也是一个问题,因为在许多地方根本就没有免费的次日送达服务。
Operational and technological roadblocks abound
操作和技术障碍比比皆是
Why does Latin America lag when it comes to the last mile? First, traditional LatAm e-commerce delivery involves multiple time-consuming steps: Products are picked up from the retailer, delivered to a cross-dock, distributed to a warehouse, delivered to a second cross-dock, and then finally delivered to the customer.
为什么在最后一英里的时候,拉丁美洲落后了?首先,传统的LatAm电子商务交付涉及多个耗时的步骤:产品从零售商提取,交付到交叉码头,分发到仓库,交付到第二个交叉码头,最后交付给客户。
By comparison, modern delivery operations are much simpler. Products are picked up from the retailer, delivered to a cross-dock, and then delivered directly to the customer. There’s no need for warehousing and an extra pre-warehouse cross-dock.
相比之下,现代的交付操作要简单得多。产品从零售商提取,送到交叉码头,然后直接送到客户。不需要仓库和额外的仓库前交叉码头。
And those are just the operational challenges. Lack of technology also plays a significant role. Most delivery coordination and routing in LatAm are still done via a spreadsheet or pen and paper.
这些只是操作上的挑战。缺乏技术也是一个重要因素。在拉丁美洲,大多数交付协调和路由仍然是通过电子表格或纸笔完成的。
Dispatchers have to manually pick up a phone to call drivers and dispatch them. In the U.S., computerized optimization algorithms dramatically cut both delivery cost and time by automatically finding the most efficient route (e.g., packing the most deliveries possible on a truck along the route) and automatically dispatching the driver that can most efficiently complete the route based on current location, capacity and experience with the route. These algorithms are almost unheard of in the Latin America retail logistics sector.
调度员必须手动拿起电话,给司机打电话,然后调度员。在美国,计算机优化算法通过自动找到最有效的路线(例如,在路线上用卡车打包尽可能多的货物)和根据当前位置自动分派司机以最有效的方式完成路线,大大降低了运输成本和时间。对路线有能力和经验。这些算法在拉丁美洲的零售物流行业几乎是闻所未闻的。
翻译由Yummyq制作
转载地址:Last-mile delivery in Latin America is ready to take off | TechCrunch